Tilney Bestinvest reveals model allocation for new Advanced Passive portfolio range

Run by Gareth Lewis and Ben Seager-Scott

Anna Fedorova
clock • 1 min read

Tilney Bestinvest has revealed the preliminary model asset allocation for its IFSL Advanced Passive portfolios, launched on 1 February for CIO Gareth Lewis and director of investment strategy Ben Seager-Scott.

The five risk-rated multi-asset portfolios combine an active approach to asset allocation with investments in various passive vehicles, including advanced passive, or smart beta, strategies, ETFs and low-cost trackers. For some alternative strategies, the managers will allocate to actively-managed funds, such as SLI's GARS, as there is not enough choice of these types of strategies in the passive space. The new offering targets financial advisers and their clients and each portfolio will have an AMC of 65bps, with the OCF capped at 1%. The minimum investment is £1,000. Could the pa...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read
IFAs look to boost clients' private markets exposure

IFAs look to boost clients' private markets exposure

Expect increase in stock market volatility

Jen Frost
clock 02 July 2025 • 2 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read